DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

Bricklayers and Stonemasons Local Union 2 Pension Plan

Taft-Hartley planRoanoke, VA
Assets
$9.6M
Total assets, Apr 30, 2025 reported
Funded
38.6%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees of Bricklayers and Stonemasons Local Union 2 Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 12.5%
  • U.S. Government securities 29.5%
  • Common stock 55.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$9.6M Apr 30, 2025 reported Form 5500
$9.9M (2024-04) · $9.6M (2023-04)
Plan assets
$9.8M May 1, 2024 reported Form 5500
$9.5M (2023-05) · $10.9M (2022-05)
Net assets
$9.5M Apr 30, 2025 reported Form 5500
$9.8M (2024-04) · $9.5M (2023-04)
Funded ratio
38.6% May 1, 2024 reported Form 5500
41.5% (2023-05) · 44.2% (2022-05)
Participants
402 May 1, 2024 reported Form 5500
409 (2023-05) · 345 (2022-05)
Contributions
$263,522 Apr 30, 2025 reported Form 5500
$369,033 (2024-04) · $378,349 (2023-04)
Benefits paid
$1.5M Apr 30, 2025 reported Form 5500
$1.5M (2024-04) · $1.5M (2023-04)
Net investment income
$-382,502 Apr 30, 2025 reported Form 5500
$303,342 (2024-04) · $-1.4M (2023-04)
Investment management fees
$68,190 Apr 30, 2025 reported Form 5500
$71,208 (2024-04) · $70,083 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025402n/an/an/a$9.6Mn/an/an/a
2023 to Apr 30, 2024409n/an/an/a$9.9Mn/an/an/a
2022 to Apr 30, 2023345n/an/an/a$9.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • May 1, 2024Funded status changed
    Bricklayers and Stonemasons Local Union 2 Pension Plan funded ratio 41.5% -> 38.6% (2023-05-01 to 2024-05-01)
    askebsa.dol.gov
  • May 1, 2023Funded status changed
    Bricklayers and Stonemasons Local Union 2 Pension Plan funded ratio 44.2% -> 41.5% (2022-05-01 to 2023-05-01)
    askebsa.dol.gov
  • May 1, 2023Assets changed
    Bricklayers and Stonemasons Local Union 2 Pension Plan plan assets $11M -> $10M (-12.6%, 2022-05-01 to 2023-05-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 546124583-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.